Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18B
AUM Growth
+$6.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,501
New
Increased
Reduced
Closed

Top Buys

1
+$200M
2
+$139M
3
+$121M
4
CVX icon
Chevron
CVX
+$97.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$91.6M

Top Sells

1
+$277M
2
+$86.1M
3
+$20.8M
4
ESV
Ensco Rowan plc
ESV
+$20.2M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$14.8M

Sector Composition

1 Healthcare 13.7%
2 Technology 12.61%
3 Industrials 10.56%
4 Financials 9.76%
5 Energy 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4M 0.02%
70,746
+10,706
652
$4M 0.02%
34,425
+3,807
653
$3.95M 0.02%
57,417
+5,923
654
$3.95M 0.02%
65,135
+25,472
655
$3.94M 0.02%
84,044
-29,394
656
$3.94M 0.02%
55,737
-13,306
657
$3.91M 0.02%
53,688
+23,588
658
$3.91M 0.02%
43,959
+9,061
659
$3.86M 0.02%
110,822
+92,641
660
$3.85M 0.02%
99,311
+17,077
661
$3.83M 0.02%
49,970
+1,368
662
$3.82M 0.02%
85,654
-2,414
663
$3.8M 0.02%
56,655
+4,294
664
$3.79M 0.02%
77,302
+5,591
665
$3.77M 0.02%
120,562
+74,534
666
$3.76M 0.02%
56,548
-2,915
667
$3.74M 0.02%
24,717
+1,745
668
$3.73M 0.02%
77,675
+797
669
$3.72M 0.02%
75,925
+21,012
670
$3.72M 0.02%
+86,367
671
$3.71M 0.02%
51,456
+48,179
672
$3.69M 0.02%
133,246
+5,704
673
$3.69M 0.02%
250,110
+10,314
674
$3.68M 0.02%
43,562
+9,207
675
$3.66M 0.02%
150,897
-30,349
25 26
27
28 29